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Corning
GLW

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1101
Blue Bell Private Wealth Management
Pennsylvania
$653K – – –
BCWM
1102
Bartlett & Co Wealth Management
Ohio
$653K – – –
SW
1103
SMART Wealth
Nebraska
$653K +$642K +7,452 New
YP
1104
YANKCOM Partnership
South Dakota
$652K -$279K -3,238 -30%
IIM
1105
Ipswich Investment Management
Massachusetts
$651K – – –
BB
1106
Busey Bank
Illinois
$647K +$15.3K +178 +2%
RG
1107
Rathbones Group
United Kingdom
$647K +$28.4K +330 +5%
BIG
1108
Brooklyn Investment Group
New York
$646K +$249K +2,892 +66%
GM
1109
GeoWealth Management
Illinois
$646K -$13.1K -152 -2%
VC
1110
Veracity Capital
Georgia
$644K -$29.9K -347 -5%
CHA
1111
Cooper/Haims Advisors
New York
$643K +$15.5K +180 +3%
ISWM
1112
Independent Solutions Wealth Management
New York
$641K – – –
ST
1113
Smithfield Trust
Pennsylvania
$637K +$1.72K +20 +0.3%
CA
1114
Claro Advisors
Massachusetts
$634K -$517 -6 -0.1%
AIM
1115
Advyzon Investment Management
Illinois
$633K +$290K +3,365 +87%
MA
1116
Montag & Associates
Georgia
$632K -$46.1K -535 -7%
SAM
1117
Secure Asset Management
Michigan
$631K +$603 +7 +0.1%
BIM
1118
Baldwin Investment Management
Pennsylvania
$630K -$40.9K -475 -6%
PAG
1119
Powers Advisory Group
Illinois
$626K -$20.1K -233 -3%
WA
1120
Wealth Alliance
New York
$626K -$257K -2,986 -29%
LA
1121
LVW Advisors
New York
$626K +$74.9K +870 +14%
PWP
1122
Phillips Wealth Planners
Mississippi
$625K -$166K -1,922 -22%
EPW
1123
Evolve Private Wealth
California
$625K +$615K +7,137 New
MWM
1124
MOR Wealth Management
Pennsylvania
$623K +$612K +7,111 New
NWAG
1125
Net Worth Advisory Group
Utah
$622K +$612K +7,101 New
43 44
45
46 47